Kavar Capital Partners Group, LLC American Centy ETF Tr Avantis Transaction History
Kavar Capital Partners Group, LLC
- $541 Million
- Q1 2024
A detailed history of Kavar Capital Partners Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 108,616 shares of AVUV stock, worth $9.73 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
108,616
Previous 205,250
47.08%
Holding current value
$9.73 Million
Previous $18.4 Million
44.78%
% of portfolio
1.88%
Previous 2.07%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.7MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$475 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$320 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$244 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$244 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$231 Million0.02% of portfolio